Business dashboard for the numbers that matter
The first screen after you log in: what's come in, what's gone out, and what's waiting on someone.
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The morning question, answered
Most owners open their business software wanting to know three things: what's come in, what's owed, and what needs attention today. The dashboard puts those first rather than making you go and assemble them from four different lists.
Scoped to what you're allowed to see
The dashboard respects the same permissions as everything else, so a member sees their work and an owner sees the money. Nobody gets a revenue figure on their home screen because someone forgot to hide a widget.
Profit, month by month
Pick a month and the dashboard shows what was invoiced, what else came in, what went out on expenses and salaries, and what's still owed — with a profitability card and a cash-flow chart over the last 6, 12 or 24 months. Anything built on salaries shows only to people allowed to see them.
- Revenue, other income, expenses and salaries by month
- Profitability and margin across all time
- Cash flow over 6, 12 or 24 months
- Your ten biggest customers by revenue
Works with
- IncomeRent, interest, a referral fee, a dividend — recorded with its category and VAT, so the money that never had an invoice is counted too.
- ExpensesRecord what you spend against real suppliers and categories, with the receipt attached, so month-end is a page you open.
- CustomersOne customer, one record — with every quote, invoice, booking and note attached, so nobody has to ask around for the history.
- Activity logEvery create, update and delete recorded with who did it — searchable by person, record and action.
Dashboard — common questions
Can I customise which figures appear?
Can I get a summary by email?
Is there deeper reporting than this?
Still deciding? Book a demo
Start free. Scale as you grow.
Run your whole business in one place — and pay for it like a founder, not an enterprise.
No card · No trial clock · Export everything · Cancel anytime